In 2023, we grew the SES team and expanded our service coverage as we helped clients achieve their ESOP goals.
We were thrilled to welcome Rick Weed, who grows our business and presence in Boston, Ted Lentz, who deepens our capabilities in ESOP ownership transition strategies, and Chris Wingard, who provides keen insights on governance and regulatory issues regarding ESOP plan design and implementation. Our expanding team helped us deliver ESOP successes across a growing range of states and industries.
Check out our highlights from 2023:
Congratulations to our clients who are fulfilling their ESOP goals. Thank you for selecting the team at SES ESOP Strategies to be your advisors throughout your journey. We will continue to give you our very best to earn and keep your trust and your business.
For more information, please contact any member of the SES ESOP Strategies team.